Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,851 | $81,870+85.5% | $119,622+26.9% | $68,486+121.7% |
| Participation rate | 51.0% | 71.9%-20.9pp | 79.3%-28.2pp | 67.9%-16.9pp |
| Annual return | -19.53% | -23.82%+4.3pp | -14.98%-4.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $2,134 | $2,692-20.7% | $4,232-49.6% | $2,597-17.8% |
| Participant deferral / active EE | $5,071 | $4,148+22.3% | $5,601-9.4% | $4,028+25.9% |
| Admin fee / account holder | $2,926 | $6,583-55.6% | $10,328-71.7% | $5,404-45.9% |